We are live on ! Find out more
CME icon

CME Group

1,361 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 530 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 66

22% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 433

11% more funds holding

Funds holding: 1,2291,361 (+132)

7% more capital invested

Capital invested by funds: $63.1B → $67.7B (+$4.68B)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

1.92% more ownership

Funds ownership: 87.38%89.3% (+1.9%)

36% less call options, than puts

Call options by funds: $348M | Put options by funds: $540M

Holders
1,361
Holders Change
+132
Holders Change %
+10.74%
% of All Funds
19.84%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
217
Increased
530
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
726
Atria Wealth Solutions
New York
$1.11M +$640 +3 +0.1%
MRI
727
Mad River Investors
Massachusetts
$1.1M -$469K -2,200 -30%
RCG
728
Resource Consulting Group
Florida
$1.1M +$10.5K +49 +0.9%
EP
729
Edgestream Partners
New Jersey
$1.1M +$783K +3,669 +236%
CK
730
Cohen Klingenstein
New York
$1.1M
CG
731
Caprock Group
Idaho
$1.1M +$41.4K +194 +4%
BP
732
Ballentine Partners
Massachusetts
$1.09M +$25.8K +121 +2%
CCA
733
Checchi Capital Advisers
California
$1.09M -$22K -103 -2%
FIA
734
FNY Investment Advisers
New York
$1.07M +$1.09M +5,100 New
VC
735
Vestor Capital
Illinois
$1.07M +$893K +4,183 +463%
KS
736
Karpas Strategies
Connecticut
$1.05M
B
737
Bailard
California
$1.05M
MCI
738
MRP Capital Investments
Georgia
$1.04M -$1.09M -5,096 -51%
PA
739
Profund Advisors
Maryland
$1.04M +$186K +871 +21%
HWM
740
HB Wealth Management
Georgia
$1.04M +$150K +702 +17%
Lido Advisors
741
Lido Advisors
California
$1.03M +$107K +502 +12%
OAM
742
Ostrum Asset Management
France
$1.03M -$52.7K -247 -5%
MAS
743
Meeder Advisory Services
Ohio
$1.02M +$15.4K +72 +2%
TPCM
744
Templeton & Phillips Capital Management
Tennessee
$1.01M +$1.02M +4,794 New
PBK
745
Peoples Bank (Kansas)
Kansas
$997K -$10.7K -50 -1%
GCGDR
746
Geo Capital Gestora de Recursos
Brazil
$997K -$2.87M -13,473 -74%
FCI
747
Financial Counselors Inc
Kansas
$989K -$26.7K -125 -3%
HCMT
748
Highland Capital Management (Tennessee)
Tennessee
$966K
BCM
749
Boltwood Capital Management
California
$966K
SI
750
Sprott Inc
Ontario, Canada
$963K +$39.7K +186 +4%

CME Hedge Fund Activity: Q4 2023 in Review

1,361 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2023, worth a combined $67.7B — up 7.4% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new CME positions and 66 closed out — a net gain of 151 holders — while 530 added to existing stakes and 433 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was JP Morgan Chase, cutting an estimated $670M.

  • 1,361 institutional investors held CME Group (CME) as of Q4 2023, up from 1,229 in Q3 2023.
  • Funds reported $67.7B of CME Group stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 217 funds opened new CME Group positions in Q4 2023 and 66 closed out, a net change of +151 holders.
  • The largest CME Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.29B added.
  • The largest CME Group seller in Q4 2023 was JP Morgan Chase, an estimated $670M sold.

Based on aggregated 13F filings for Q4 2023.